Podcast Episodes
Back to SearchFriday: A$ jumps on hawkish RBA speech
US stocks rally on easing fears of a US recession. The Aussie dollar jumps after Governor Michele Bullock says the RBA won’t hesitate to hike and tho…
2 years, 1 month ago
Thursday: No smoking gun for RBNZ cut
Markets were calmer overnight, with Bank of Japan officials offering reassurance that hikes won’t happen amid instability. New Zealand’s Q2 job figur…
2 years, 1 month ago
Wednesday: RBA holds hawkishly
Global markets have regained some ground, with the Nikkei up 10.2%, US stocks up 2%. Meanwhile, the RBA held hawkishly through the turmoil, New Zeala…
2 years, 2 months ago
Tuesday: Global rout widens after Nikkei crash & yen surge
The rout in global markets triggered by US recession fears and the unwinding of the yen carry trade ripped through markets overnight, although there …
2 years, 2 months ago
Monday: Markets fear US recession
US stocks sold off sharply on Friday night and US bond yields fell to one-year lows after weaker than expected Non Farm Payrolls data. All eyes are o…
2 years, 2 months ago
Friday: US 10-yr under 4% after weak ISM
US treasury yields drop sharply on more confidence the Fed can cut three times this year. The Bank of England cuts, but only just. China’s factory ou…
2 years, 2 months ago
Thursday: RBA hike bets gone; BoJ hikes; FOMC holds
The Fed holds and leaves the door wide open to cut in September. The Bank of Japan hikes and says more tightening could be on the way. RBA rate hike …
2 years, 2 months ago
Wednesday: Big day for interest rates
It’s a big day for global interest rates with the FOMC expected to guide on a September rate cut and speculation the Bank of Japan could hike. Antici…
2 years, 2 months ago
Tuesday: Weaker US factories support Sept rate cut
US stocks rise and Treasury yields fall as weaker US manufacturing activity adds to signs the Fed can cut in September; the Aussie dollar continues i…
2 years, 2 months ago
Monday: All eyes on FOMC and BoJ this week
US PCE data was in line with forecasts. The Fed is seen waiting until September before cutting, rather than this week. The Bank of Japan is expected …
2 years, 2 months ago